MS

But I'm not selling now even though 20% on one's biggest position in 17 months is not too bad for a giant company. … I sold my whole position in MSFT instead to help fund more shares in RDDT.

Give me 1250 on SNDK Monday so I can dump it all into MSOS FDs because that post told me it was a good idea, please and thank you.

You can't win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. … I'll be retiring 3 years early bc of my winners.

OpenAI and Anthropic will both collapse, but they will take most of Mag7 with them. … The debt is too high and with open source models and cheaper, efficient and more capable hardware entering the market, AI will become a cheap commodity.

Google - search is dying, MSFT - their software is trash and AI will come up with something better over time, Apple - expensive hardware out pricing people and expensive cloud for photos, NVIDIA - once capex slows they are fucked, META - pretty much have already squeeze every cent they can out of the billions of… … At this point all this data centers being build will be a commodity companies just choosing the lowest bidder, destroying margins.

They're focusing on AMZN, GOOG and INTC missing guidance targets but they should be focusing on the far more bearish story of MSFT beating because they undershot capex due to datacenter delays and cancelations. … They can then go back to saying the AI trade is back on and trigger a relief rally so that Anthropic can safely list this bonus year for the sell side.

There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. … Victoria Secret has done much better, as well, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.

I've somehow managed to fuck my life up for the last 6 years.... Up $150k from a $20k gme bet -> invest into CLNE -> cut losses -> invest into TLRY -> cut losses invest into MSOS -> cut losses -> invest into RDDT last year. FML.

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS. … I own both btw. Pretty happy with both.

That is, the growth rate. Is capex growing? Yes. … It's like if you had a company and your revenue 10x'd in year1, 10x'd in year 2, and so you were planning and preparing for a 10x in year3.

Interest rates cut tomorrow. resigns. GOOG and MSFT kill earnings. Market goes PARABOLIC.

i was up 4k yesterday and now im staring at red pixels thinking about my vape juice budget getting cut. … this portfolio is a crime scene and i am the victim and the suspect simultaneously.

I am frustrated like you, but I have been fortunate to time my GOOG purchases (and MSFT) pretty well and plan to hold long term. … I personally think the top HyperScalers (GOOG, MSFT, AMZN) will be the biggest / safest play winners here.